TEAF appoints Courtney Gengler as CEO, Sean Wickliffe as CFO/Treasurer effective April 1, 2024

TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Courtney Gengler succeeds P. Bradley Adams as CEO; Adams retired effective March 31, 2024.
Gengler had been Principal Financial Officer and Treasurer since 2021; also Managing Director at Tortoise Capital Advisors.
Sean Wickliffe appointed Principal Financial Officer and Treasurer; previously VP and Assistant Treasurer since 2021.

item 5.02

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed

Sean Wickliffe

Principal Financial Officer and Treasurer

TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Effective: 2024-04-01
Filed: April 2, 2024, 7:59 PM ET

appointed Sean Wickliffe to serve as Principal Financial Officer and Treasurer of the Company, also effective April 1, 2024.

Appointed

Courtney Gengler

Chief Executive Officer

TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Effective: 2024-04-01
Filed: April 2, 2024, 7:59 PM ET

appointed Courtney Gengler to succeed P. Bradley Adams as Chief Executive Officer of the Company, effective as of April 1, 2024.

Departed

P. Bradley Adams

Chief Executive Officer

TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Effective: 2024-03-31
Successor: Courtney Gengler
Filed: April 2, 2024, 7:59 PM ET

retirement of Mr. Adams, who in addition to stepping down from his role as Chief Executive Officer of the Company retired from his position as Managing Director of Tortoise Capital Advisors, L.L.C. (the “ Adviser ”) effective as of March 31, 2024.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Sean Wickliffe was appointed as Principal Financial Officer and Treasurer at TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND.

Action: appointed
Role: Principal Financial Officer and Treasurer

Exact text from the filing

appointed Sean Wickliffe to serve as Principal Financial Officer and Treasurer of the Company, also effective April 1, 2024.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Courtney Gengler was appointed as Chief Executive Officer at TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND.

Action: appointed
Role: Chief Executive Officer

Exact text from the filing

appointed Courtney Gengler to succeed P. Bradley Adams as Chief Executive Officer of the Company, effective as of April 1, 2024.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

P. Bradley Adams retired as Chief Executive Officer at TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND.

Action: retired
Role: Chief Executive Officer

Exact text from the filing

retirement of Mr. Adams, who in addition to stepping down from his role as Chief Executive Officer of the Company retired from his position as Managing Director of Tortoise Capital Advisors, L.L.C. (the “ Adviser ”) effective as of March 31, 2024.

View on SEC.gov

Source: SEC EDGAR

accession 0001213900-24-028964

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